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Level 2
April 9, 2020

Form 1040 v 1041 for deceased taxpayer

  • April 9, 2020
  • 2 replies
  • 22 views

Taxpayer died Dec 26, 2019, and had a revocable trust.  There was no income after his date of death.  Can I file Form 1040 for 2019?  I understand I must file Form 1041 for 2020 if the now irrevocable trust has income.

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    2 replies

    IRonMaN
    Level 15
    April 9, 2020

    If he had enough income to file a 1040, yes.

    Slava Ukraini!
    BobKamman
    Level 15
    April 9, 2020

    It will be interesting to see if his heirs receive a $1,200 EIP.  My guess is that he needed to live another week.  

    StellaNAuthor
    Level 2
    April 9, 2020

    I guess I could wait a few weeks before filing to see what happens.